+27.5%
TECH vs BUD
+37.1%
-9.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.3% | 0.0% |
| 7D | +0.2% | +1.3% | -1.1% | +0.1% |
| 30D | +0.5% | +10.0% | -9.5% | -0.4% |
| 3M | +0.9% | +1.6% | -0.7% | +0.8% |
| 6M | +51.0% | +6.5% | +44.5% | +49.3% |
| YTD | +24.4% | +34.8% | -10.5% | +8.1% |
| All | +27.5% | +37.1% | -9.6% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BUD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling